Set Up Automation Workflows

Goal

Configure event-driven automation rules to automate repetitive tasks (e.g., abandoned-cart recovery, auto-assignment, notifications).

Preconditions

• You are an owner or admin of the Nexus organization.
• The relevant integration is connected (e.g., WhatsApp for messaging automations).

Steps

1. Navigate to Settings → Automation.
2. Click New Automation Rule.
3. Define the trigger:
   • Select the event type (e.g., order.status_changed, conversation.created, cart.abandoned).
   • Set conditions/filters (e.g., only for orders with status = shipped).
4. Define the action(s):
   • Send WhatsApp template message
   • Update a record field
   • Create a CRM task
   • Notify a team member
   • Call an external webhook (n8n)
5. Set schedule (for time-based triggers):
   • Choose a cron expression or interval (e.g., "every 30 minutes", "daily at 9 AM").
6. Name and save the automation rule.
7. Test — trigger the event manually or wait for it to occur. Check the automation log for execution results.

Expected result

• The automation rule is listed in Settings → Automation as Active.
• When the trigger event occurs, the defined actions execute automatically.
• Execution history is logged for auditing.

Common issues

Issue	Resolution
Automation not firing	Check that the trigger event matches exactly. Review filters for overly restrictive conditions.
WhatsApp message not sent	Ensure the template is approved and the contact has a valid WhatsApp number.
n8n webhook not reached	Verify the n8n webhook URL is correct and the n8n instance is running.

Related docs

• Concepts: Automation